Канал: Sophos Wealth Management, LLC

Say Goodbye to 0% Interest: My New 5% Checking Account

Say Goodbye to 0% Interest: My New 5% Checking Account

Living Paycheck to Paycheck: The Shocking Numbers Across Income Levels

Living Paycheck to Paycheck: The Shocking Numbers Across Income Levels

Does the Election Matter for Your Investments? Analyzing Historical Data

Does the Election Matter for Your Investments? Analyzing Historical Data

Tim Walz Has No Investments. Can he Retire?

Tim Walz Has No Investments. Can he Retire?

Do You Need a Financial Plan? The Answer Might Surprise You

Do You Need a Financial Plan? The Answer Might Surprise You

Maximizing Your Social Security Benefits: Work Longer or Earn More?

Maximizing Your Social Security Benefits: Work Longer or Earn More?

The DIY Guide to Calculating Your Social Security Benefits

The DIY Guide to Calculating Your Social Security Benefits

Social Security Benefits: Where Do You Rank Among Retirees

Social Security Benefits: Where Do You Rank Among Retirees

Social Security Benefits: Where Do You Rank Among Retirees

Social Security Benefits: Where Do You Rank Among Retirees

Calculating Your Spousal Benefit: A Step-by-Step Guide for Pre-Retirees

Calculating Your Spousal Benefit: A Step-by-Step Guide for Pre-Retirees

Decoding Social Security's 2035 'Bankruptcy': What You Need to Know

Decoding Social Security's 2035 'Bankruptcy': What You Need to Know

Million Dollar Retirement Spending

Million Dollar Retirement Spending

Can You Really Withdraw 8% plus in Retirement? A Data-Driven Analysis

Can You Really Withdraw 8% plus in Retirement? A Data-Driven Analysis

Million Dollar Retirement: How Much Can You Really Spend?

Million Dollar Retirement: How Much Can You Really Spend?

See How You Stack Up: Average Retiree Statistics

See How You Stack Up: Average Retiree Statistics

Retire at 60 with $2 Million

Retire at 60 with $2 Million

Debunking the Myth: Social Security Does Not Provide a Guaranteed Return

Debunking the Myth: Social Security Does Not Provide a Guaranteed Return

Debunking the Myth: Social Security's "Guaranteed 8% Return" - What You Need to Know

Debunking the Myth: Social Security's "Guaranteed 8% Return" - What You Need to Know

Ignore Social Security Breakeven Age

Ignore Social Security Breakeven Age

Building a Billion Dollar Roth

Building a Billion Dollar Roth

Do You Have Enough Money to Retire? A Hypothetical Example

Do You Have Enough Money to Retire? A Hypothetical Example

HSAs are the Ultimate Savings Vehicle

HSAs are the Ultimate Savings Vehicle

Adjust Retirement Plans for Expensive Stock Market?

Adjust Retirement Plans for Expensive Stock Market?

How Much Taxes Drop in Retirement

How Much Taxes Drop in Retirement

Kickstart Retirement Planning with Your Social Security Benefits Statement

Kickstart Retirement Planning with Your Social Security Benefits Statement

2024 Microsoft Mega Backdoor Roth

2024 Microsoft Mega Backdoor Roth

2024 Microsoft Employee Benefits

2024 Microsoft Employee Benefits

2024 Amazon Mega Backdoor Roth

2024 Amazon Mega Backdoor Roth

Over 1/3 of People Retire Early

Over 1/3 of People Retire Early

2024 Amazon Employee Benefits

2024 Amazon Employee Benefits

How to Build a Multi Million Dollar Roth IRA

How to Build a Multi Million Dollar Roth IRA

What to do if you failed to take your RMD

What to do if you failed to take your RMD

You Might End Up Retiring Earlier Than You Plan

You Might End Up Retiring Earlier Than You Plan

Why is my tax refund so low

Why is my tax refund so low

Assets of the Wealthy vs Average American

Assets of the Wealthy vs Average American

Saving into an IRA vs Roth IRA

Saving into an IRA vs Roth IRA

Why I Sold My I Bonds

Why I Sold My I Bonds

"Can I Retire?" is the Wrong Question

"Can I Retire?" is the Wrong Question

Wall Street Forecasts for 2024

Wall Street Forecasts for 2024

5 Biggest Expenses in Retirement

5 Biggest Expenses in Retirement

Tax Diversification Blend of Tax Deferred and Tax Free

Tax Diversification Blend of Tax Deferred and Tax Free

Average Net Worth at Age 55

Average Net Worth at Age 55

Best HealthCare Insurance

Best HealthCare Insurance

Which Healthcare Plan to Choose

Which Healthcare Plan to Choose

Average Net Worth at Age 65

Average Net Worth at Age 65

Average Net Worth at Age 65

Average Net Worth at Age 65

10 Tips to Save on 2023 Taxes

10 Tips to Save on 2023 Taxes

What to Do with Your Old 401K

What to Do with Your Old 401K

What to Do With Old 401K Account

What to Do With Old 401K Account

Maximizing Short-Term Savings

Maximizing Short-Term Savings

Does One Million Make You Wealthy?

Does One Million Make You Wealthy?

Does $1 Million Make You Wealthy?

Does $1 Million Make You Wealthy?

How Much to Save for Retirement: A Review of Data and Popular Guru Advice

How Much to Save for Retirement: A Review of Data and Popular Guru Advice

Avoiding Medicare Penalties

Avoiding Medicare Penalties

Medicare Enrollment: Avoid Part B & D Penalties

Medicare Enrollment: Avoid Part B & D Penalties

CPA Discusses Tax Planning for Medicare

CPA Discusses Tax Planning for Medicare

5 Reasons to Take Social Security Benefits Early

5 Reasons to Take Social Security Benefits Early

Is Dave Ramsey Lying About His Investment Returns?

Is Dave Ramsey Lying About His Investment Returns?

Is Dave Ramsey Lying About His Investment Returns?

Is Dave Ramsey Lying About His Investment Returns?

Savings Showdown: T-Bills Vs CDs

Savings Showdown: T-Bills Vs CDs

Rate of Return (IRR) on Delaying Social Security Benefits

Rate of Return (IRR) on Delaying Social Security Benefits

Should I Delay Social Security or Take it Early to Maximize my Benefit?

Should I Delay Social Security or Take it Early to Maximize my Benefit?

Internal Rate of Return (IRR) on Delaying Social Security

Internal Rate of Return (IRR) on Delaying Social Security

Social Security Study Says Delaying Benefits is Best (On Average)

Social Security Study Says Delaying Benefits is Best (On Average)

How Much Money Do you Need at 65?

How Much Money Do you Need at 65?

Is It Time to Cash in Your I Bonds?

Is It Time to Cash in Your I Bonds?

How Much Do You Need To Be Wealthy?

How Much Do You Need To Be Wealthy?

Is the 4% Rule Still Good Today?

Is the 4% Rule Still Good Today?

Best Time to do a Roth Conversion

Best Time to do a Roth Conversion

How Social Security is Taxed

How Social Security is Taxed

5 Questions to Ask Before Retirement

5 Questions to Ask Before Retirement

Should I Cash in My I Bonds Now?

Should I Cash in My I Bonds Now?

Microsoft Mega Backdoor Roth 2023

Microsoft Mega Backdoor Roth 2023

Amazon Mega Backdoor Roth in 2023

Amazon Mega Backdoor Roth in 2023

Should You Use AI in Investing?

Should You Use AI in Investing?

Why I Invest in Individual Stocks and Bonds

Why I Invest in Individual Stocks and Bonds

Why You Should Avoid CDs

Why You Should Avoid CDs

Finding a Financial Advisor in the Greater Seattle Area

Finding a Financial Advisor in the Greater Seattle Area

Microsoft RSUs 2023

Microsoft RSUs 2023

2023 Guide to Amazon RSUs

2023 Guide to Amazon RSUs

Washington State Capital Gains Tax

Washington State Capital Gains Tax

2023 Microsoft Employee Benefits

2023 Microsoft Employee Benefits

Amazon Employee Benefits 2023

Amazon Employee Benefits 2023

Sell or Hold RSUs? Scenario Analysis

Sell or Hold RSUs? Scenario Analysis

Mega Backdoor Roth

Mega Backdoor Roth

Backdoor Roth IRA

Backdoor Roth IRA

Invest by 10/28 to get 9.62% return in treasury i bonds

Invest by 10/28 to get 9.62% return in treasury i bonds

Microsoft Mega Backdoor Roth

Microsoft Mega Backdoor Roth

Microsoft Employee Stock Purchase Plan (ESPP)

Microsoft Employee Stock Purchase Plan (ESPP)

Should I Sell My Microsoft RSUs? (Restricted Stock Units)

Should I Sell My Microsoft RSUs? (Restricted Stock Units)

Is the Seattle Housing Market in Another Bubble?

Is the Seattle Housing Market in Another Bubble?

Implementing the Amazon Mega Backdoor Roth

Implementing the Amazon Mega Backdoor Roth

Tax Saving Opportunities with Microsoft's Deferred Compensation Plan

Tax Saving Opportunities with Microsoft's Deferred Compensation Plan

Should I Sell My Amazon RSUs? (Restricted Stock Units)

Should I Sell My Amazon RSUs? (Restricted Stock Units)

Optimizing Your Microsoft Employee Benefits

Optimizing Your Microsoft Employee Benefits

Optimizing Your Amazon Employee Benefits

Optimizing Your Amazon Employee Benefits

2022 Stock Market Outlook

2022 Stock Market Outlook

Washington State Capital Gains Tax

Washington State Capital Gains Tax

Estate Planning in Washington State

Estate Planning in Washington State

Q2 2021 Stock Market Highlights

Q2 2021 Stock Market Highlights